Client Relationship Associate

Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the financial world.

Position Overview: As a Financial Services Call Center Representative, you will play a vital role in delivering exceptional service to our clients. You will be responsible for handling inbound calls from clients, addressing their inquiries, providing accurate information about our range of financial products and services, and assisting them in resolving any issues they may encounter.

Key Responsibilities:

• Respond promptly to inbound calls from clients and provide knowledgeable assistance.
• Address client inquiries regarding financial products, account information, transactions, and policies.
• Educate clients on investment strategies, retirement planning, and other financial topics.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field preferred.
• Prior experience in a financial call center or customer service role is highly desirable.